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As far as tax planning is concerned. Why won't you help us discover those clients where a simple IRA move would help them lower a Tax bracket? You can say its e...
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I guarantee you there are many instances where a donation to an IRA would make a HUGE difference in the tax bracket. I guarantee you less than half of the prepa...
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I can only hope that your goal is to help automate the process while reminding tax preparers of options to help their clients. Don't you think more preparers wo...
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In the Tax Planner you to add how much is needed to put into an IRA or equivalent to move tax bracket down. How can you not have that?????
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I could not figure this out and I had several people tell me he owed the $17K but basically what we had to do was allocate half to the wife actually ex wife as ...